Group Summary Report - Filters and Export Options

Filters

The AND/OR Filters option allows you to refine the Groups report using multiple criteria. These filters are available only for the Manager role and help display groups managed by a specified manager.

Apply AND/OR Filters

1. Navigate to the Groups section in the Group Summary report.
2. Click Filters.
3. Select the required fields and conditions from the AND/OR filter options.
4. Apply the required filter conditions.

Understanding AND/OR Filters

• AND Filter: Displays results that meet all selected conditions.
  Example: Role = Manager AND Group Name = Team Alpha
  This displays Team Alpha when it is managed by a Manager.
• OR Filter: Displays results that meet at least one selected condition.
  Example: Role = Manager OR Group Name = Team Alpha
  This displays groups handled by a Manager, along with Team Alpha regardless of who manages it.
• Combining AND and OR: Allows you to apply multiple groups of conditions.
  Example: Role = Manager AND (Group Name = Team Alpha OR Group Name = Team Beta)
  This displays Team Alpha and Team Beta when they are managed by a Manager.

5. Click Apply to display the filtered results.

Note: These filters are available only for the Manager role and display groups managed by the specified manager.

Export

You can export the filtered Group Summary report in Excel (.XLSX) format.

Generate and Download a Report

1. Click the Export icon in the Groups section.
2. In the Download Reports window, enter the required file name.
3. Select a date range for the report.

   Date Range	Description
   Last 31 Days	Selected by default. Includes data for the previous 31-day period.
   Last 3 Months	Includes data for the previous three months.
   Last 6 Months	Includes data for the previous six months.
   Custom Selection	Allows you to specify a start date and end date.

4. If required, select Include Suspended Users to include suspended users in the report.
5. Click Download to generate the report.
6. Locate the generated report in the list of downloaded reports.
7. Click the Export icon to download the report in Excel (.XLSX) format.

Delete a Generated Report

1. Locate the report in the list of downloaded reports.
2. Click the Delete (bin) icon.
3. In the confirmation window, click Yes to confirm the deletion.
4. A success message confirms that the report has been deleted.

Related Topics

• Group Summary
• Group Summary Calculation

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